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Hi pdirect, That is a great suggestion, and we will bring it up to our hard-working developers. As per your question regarding permissions, in order for Outlook Integration to work, you need to give "Edit Fields" access to the following tables: - Activity: (Note: This field requires both add and edit permissions) - Opportunity - ...

 Hi Joe, Thanks for outlining the situation. However, is it possible for you to give a real world example so I can better understand what you are trying to accomplish? I have an idea but just to ensure I guide you in the right direction I would like more information.  Also how do you plan to group the fields, by using multi column ...

 Hey John, What kind of report are you trying to make? What tables are you building the report off of? Once we get some information on what your trying to do, we can start working on it and give you some possible solutions. What is it your doing when you get this 138 message. When trying to add a detailed table to your new table, are you ...

I have an update.  When regenerating tables, you will have to do it in a top-down hierarchial fashion.  The main parent table is Entity and has Customer as a child.  Then Contacts are linked to Customer.  Hence, go in the order Entity > Customer > Contacts when regenerating tables. - Greg

Ok Stuart.... one last thought for you to try...Iknow how frustrating it can be to not e able to move forward... in report designer, try using the contacts table as yur master table and see what detail tables are avvailabe.. as Greg mentioned earlier tables with relationships should show......   Mahalo.....  

BTW - The fact that my activity calendar was not working was my bad. I needed to add the actions to my copy make this happen. Did the recent changes make it possible to use the calendar app on tables other than activity... Such as the job date fields in the customer table?

Hi, I think these tables are used in reference to the Item List Screen in Home tab.  Thanks

Hello, There are several fields in the Opportunity Table that seem to be for identical information. For Example: ContactEmail and ContactsEmail ContactMobile and ContactsMobile ContactName and ContactsName ContactPhone and ContactsPhone When/why are the Contact* verses the Contacts* fields used? What other ...

What you need to do before going into the screen edit, go to Customize-->Tables.  Edit the table to which you want to add the linked field.  The wizard will prompt you as to how to add the field. Hope that helps!  

Hello Beta Crew, In this week’s release we’ve made several fixes. Summary We’ve addressed several issues including issues with tags, tables and screen design. Details and bug fixes Soft Launch and Method:Donor prep. (tickets #PL-396, #PL-403, #PL-482, #PL-556, #PL-544) Previewing screens with image ...